Stanley Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$598.3M
Q ending 2026-03-31
Prior quarter
$598.1M
Q ending 2025-12-31
Change
+0.0% QoQ · +17.7% YoY
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vertiv Holdings Co | VRT | Shares | $47.8M | 191K |
| Applied Matls Inc | AMAT | Shares | $33.8M | 99K |
| Regal Rexnord Corporation | RRX | Shares | $25.0M | 134K |
| Mckesson Corp | MCK | Shares | $24.9M | 29K |
| Meta Platforms Inc | META | Shares | $24.0M | 42K |
| Oracle Corp | ORCL | Shares | $23.5M | 160K |
| Expedia Group Inc | EXPE | Shares | $23.5M | 102K |
| Corpay Inc | CPAY | Shares | $23.2M | 80K |
| Corteva Inc | CTVA | Shares | $21.9M | 262K |
| Alphabet Inc | GOOGL | Shares | $19.8M | 69K |
| Rentokil Initial Plc | RTO | Shares | $19.6M | 623K |
| Vontier Corporation | VNT | Shares | $19.0M | 536K |
| Marvell Technology Inc | MRVL | Shares | $18.1M | 183K |
| Elevance Health Inc Formerly | ELV | Shares | $17.1M | 59K |
| Bloom Energy Corp | BE | Shares | $15.9M | 117K |
| Bank America Corp | BAC | Shares | $15.7M | 322K |
| Vestis Corporation | VSTS | Shares | $15.3M | 1.9M |
| American Express Co | AXP | Shares | $14.8M | 49K |
| Western Alliance Bancorp | WAL | Shares | $13.6M | 192K |
| Asml Hldg Nv | Shares | $13.2M | 10K | |
| Ulta Beauty Inc | ULTA | Shares | $12.4M | 24K |
| Iqvia Hldgs Inc | IQV | Shares | $11.5M | 67K |
| Icon Plc | Shares | $11.1M | 100K | |
| Brightstar Lottery Plc | Shares | $10.9M | 857K | |
| Centene Corp Del | CNC | Shares | $10.6M | 325K |
| Columbus Mckinnon Corp N Y | CMCO | Shares | $10.5M | 725K |
| Aecom | ACM | Shares | $9.9M | 116K |
| Aramark | ARMK | Shares | $9.5M | 235K |
| Global Pmts Inc | GPN | Shares | $9.2M | 137K |
| Perimeter Solutions Inc | PRM | Shares | $8.5M | 349K |
| Intuit | INTU | Shares | $8.3M | 19K |
| Avantor Inc | AVTR | Shares | $7.2M | 919K |
| Alphabet Inc | GOOG | Shares | $7.2M | 25K |
| Fiserv Inc | FISV | Shares | $7.0M | 126K |
| Moodys Corp | MCO | Shares | $6.9M | 16K |
| Robert Half Inc. | RHI | Shares | $6.4M | 250K |
| Axalta Coating Sys Ltd | Shares | $6.0M | 217K | |
| Stagwell Inc | STGW | Shares | $6.0M | 950K |
| Microsoft Corp | MSFT | Shares | $5.4M | 15K |
| Quidelortho Corp | QDEL | Shares | $4.1M | 252K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.